|
1
|
Unison Advisors
Washington,
District of Columbia
|
$95M
|
+$24.7M
|
+571,336
|
+35%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$39.7M
|
+$576K
|
+13,329
|
+1%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$27.3M
|
-$853K
|
-19,744
|
-3%
|
|
|
4
|
CPWM LLC
Seattle,
Washington
|
$7.95M
|
+$1.43M
|
+33,015
|
+22%
|
|
|
5
|
Shone Asset Management
Walnut Creek,
California
|
$7.65M
|
+$556K
|
+12,861
|
+9%
|
|
|
6
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$7.28M
|
+$7.33M
|
+169,763
|
+72,240%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.97M
|
+$43
|
+1
|
+0%
|
|
|
8
|
Sage Rhino Capital
Menlo Park,
California
|
$6.71M
|
+$299K
|
+6,925
|
+5%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$6.64M
|
-$259K
|
-5,997
|
-4%
|
|
|
10
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$6.6M
|
-$169K
|
-3,920
|
-2%
|
|
|
11
|
Oakwood Capital Management
Los Angeles,
California
|
$4.52M
|
-$13.6K
|
-315
|
-0.3%
|
|
|
12
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$3.81M
|
-$1.06M
|
-24,635
|
-22%
|
|
|
13
|
Sterneck Capital Management
Kansas City,
Missouri
|
$2.62M
|
+$47.3K
|
+1,095
|
+2%
|
|
|
14
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.03M
|
+$7.39K
|
+171
|
+0.4%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.92M
|
+$1.23M
|
+28,464
|
+175%
|
|
|
16
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.5M
|
+$129K
|
+2,997
|
+9%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.13M
|
+$1.14M
|
+26,316
|
New
|
|
|
18
|
Versant Capital Management
Phoenix,
Arizona
|
$1.01M
|
-$277K
|
-6,421
|
-21%
|
|
|
19
|
Wealth Architects
Mountain View,
California
|
$945K
|
+$4.32K
|
+100
|
+0.5%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$907K
|
+$151K
|
+3,491
|
+20%
|
|
|
21
|
SG Americas Securities
New York
|
$856K
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$625K
|
+$631K
|
+14,599
|
New
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$499K
|
-$1.1M
|
-25,401
|
-69%
|
|
|
24
|
Klingman & Associates
New York
|
$386K
|
+$390K
|
+9,020
|
New
|
|
|
25
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$315K
|
+$318K
|
+7,356
|
New
|
|
